Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
What Divorced Women Should Know About Claiming Social Security
By Jane Wollman RusoffMany don't know they may be able to claim on their ex-husband's work record, Marcia Mantell tells ThinkAdvisor.
November 07, 2019
Raymond James, Steward Add Merrill Reps With $1B: Recruiting RoundupMeanwhile, Kestra Private Wealth, KMS Financial Services and LPL Financial announce their latest hires.
November 04, 2019
The Investing Gender Gap Has a Simple SolutionThe more women we can bring on as advisors, the more women we can bring on as investors.
November 01, 2019
Could Fisher's Latest PR Move Backfire?A full-page New York Times ad highlighting women at the firm was criticized by communication experts.
October 31, 2019
4 Ways Women Are Disrespected in FinanceTo end this problem in financial services requires understanding, finding common ground and taking action.
October 29, 2019
Industry Mourns Passing of Envestnet CEO; Jud Bergman Remembered as 'Visionary'Tributes pour in from leaders of RIAs, technology firms and other communities.
October 28, 2019
Industry Stalwarts Join Snappy Kraken BoardIncreased fundraising and experienced leadership provides the marketing tech firm with a stronger base, its CEO says.
October 25, 2019
Funds Leaving Fisher Now Top $3BA Texas pension group is the latest to take its assets elsewhere in the wake of Ken Fisher's crude remarks at a recent industry event.